| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jane Bortnem Cherry Tree Wealth Management, LLC | 209 | $19,660.85 | $19,190.38 | -$470.47 | -2.39% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 2,666 | $237,738.67 | $244,578.84 | $6,840.17 | 2.88% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 18,385 | $1.7M | $1.69M | -$9,256.8 | -0.55% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 52,181 | $5.03M | $4.79M | -$241,039.58 | -4.79% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 7,764 | $686,075.29 | $712,152.9 | $26,077.61 | 3.8% |
Thomas Dobbins New Republic Capital, LLC | 1,253 | $111,357.46 | $114,624.44 | $3,266.98 | 2.93% |
Christopher C. Powers Farther Finance Advisors, LLC | 25,049 | $2.36M | $2.28M | -$77,689.19 | -3.29% |
Mathieu Cornu Pictet Asset Management Holding SA | 221,000 | $21.14M | $20.29M | -$852,287.18 | -4.03% |
Kevin Orr Centennial Bank/AR/ | 1,432 | $136,421.59 | $131,006.52 | -$5,415.07 | -3.97% |
Martin Kadoury Financiere des Professionnels - Fonds d'investissement inc. | 128,000 | $11.89M | $11.71M | -$183,830 | -1.55% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 118,214 | $11.38M | $10.81M | -$567,644.11 | -4.99% |
Jae Cho Marex Group plc | 9,043 | $860,803.14 | $829,559.6 | -$31,243.54 | -3.63% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 3,915 | $376,936.4 | $359,455.72 | -$17,480.68 | -4.64% |
| KS Kristi Shields ROGCO, LP | 35 | $3,375 | $3,211.25 | -$163.75 | -4.85% |
Syon Capital LLC SYON CAPITAL LLC | 169,689 | $15.4M | $15.56M | $166,378.22 | 1.08% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,917 | $178,644.94 | $175,443.84 | -$3,201.1 | -1.79% |
| AK Alisha Kamadia United Community Bank | 2,110 | $198,192 | $193,001.7 | -$5,190.3 | -2.62% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 2,994 | $277,613.32 | $274,834.23 | -$2,779.09 | -1% |
Courtney Haddad Concurrent Investment Advisors, LLC | 25,917 | $2.42M | $2.37M | -$46,068.87 | -1.91% |
Riley Stephenson Stephenson & Company, Inc. | 22,243 | $2.01M | $2.04M | $31,915.71 | 1.59% |